Infrastructure Investor (PEI Group)

Infrastructure Investor (PEI Group)

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Infrastructure deals (core/core-plus/value-add), GP/LP activity, exits and financing.

Cypher Capital: Iran War Has Shown that ‘Data Centres Are Geopolitical Assets’
NewsMay 7, 2026

Cypher Capital: Iran War Has Shown that ‘Data Centres Are Geopolitical Assets’

Cypher Capital founder Bijan Alizadeh says the Iran‑Israel conflict has highlighted data centres as geopolitical assets, even as the broader narrative driving AI‑related infrastructure investment stays unchanged. He warns that the war could reshape short‑to‑medium‑term investment decisions, especially around site...

By Infrastructure Investor (PEI Group)
Partners Group on the Race to Meet US Power Demand
NewsMay 7, 2026

Partners Group on the Race to Meet US Power Demand

Partners Group executives Andre Burba and Patrick Langan argue that co‑locating solar photovoltaic and battery storage with existing natural‑gas plants offers a faster, lower‑cost route to satisfy the United States’ rising electricity demand. The hybrid approach leverages existing transmission connections...

By Infrastructure Investor (PEI Group)
Ridgewood on Investing in the Energy Transition Through Fundamentals
NewsMay 7, 2026

Ridgewood on Investing in the Energy Transition Through Fundamentals

Ridgewood Infrastructure’s Sam Lissner argues that the economics of the energy transition will be as decisive as policy decisions. The firm stresses investing based on fundamentals—cash‑flow stability, long‑term contracts, and regulatory certainty—rather than hype. Ridgewood is shifting capital toward renewable...

By Infrastructure Investor (PEI Group)
Infranode on Nordic Nations Being Primed for Green Revolution
NewsMay 7, 2026

Infranode on Nordic Nations Being Primed for Green Revolution

Infranode’s Carl-Emil Lindholm says the Nordic region is poised for a green revolution, building on recent strides toward cleaner energy. The bloc has expanded renewable capacity dramatically, especially in offshore wind and hydroelectric power. Despite this progress, Lindholm highlights abundant...

By Infrastructure Investor (PEI Group)
I Squared Capital on the Energy Transition’s Transatlantic Story
NewsMay 7, 2026

I Squared Capital on the Energy Transition’s Transatlantic Story

I Squared Capital sees a burgeoning pipeline of decarbonisation projects on both sides of the Atlantic, despite differing political environments. In the United States, tax incentives and private‑sector financing are accelerating renewable and grid‑modernisation deals. Europe’s Green Deal and national...

By Infrastructure Investor (PEI Group)
Sosteneo on Safeguarding Europe’s Energy Security
NewsMay 7, 2026

Sosteneo on Safeguarding Europe’s Energy Security

Federica Gallina of Sosteneo argues that Europe’s energy security hinges on building flexible energy systems capable of adapting to geopolitical volatility. She highlights the need for diversified generation, expanded storage, and stronger cross‑border interconnections to reduce dependence on any single...

By Infrastructure Investor (PEI Group)
InfraVia: At the Engine Room of Europe’s Energy Sovereignty
NewsMay 7, 2026

InfraVia: At the Engine Room of Europe’s Energy Sovereignty

InfraVia is positioning itself at the core of Europe’s drive for energy sovereignty by expanding large‑scale battery storage projects. The company, together with GIGA Storage, argues that battery assets will become a critical component of the continent’s decarbonisation strategy, providing...

By Infrastructure Investor (PEI Group)
Nuveen Infrastructure on How to Power the Path to Decarbonisation
NewsMay 7, 2026

Nuveen Infrastructure on How to Power the Path to Decarbonisation

Nuveen Infrastructure’s Joost Bergsma argues that reliable, scalable decarbonisation technologies are essential as the world accelerates toward a cleaner energy future. He outlines the firm’s focus on investing in renewable power generation, grid‑scale storage, and emerging hydrogen solutions. Bergsma highlights...

By Infrastructure Investor (PEI Group)
Energy Transition Trends: Electrified Transport
NewsMay 7, 2026

Energy Transition Trends: Electrified Transport

Electrified transport is emerging as the linchpin of global decarbonisation, with electric vehicles (EVs) and related services poised to reshape mobility. Industry analysts forecast annual EV sales of roughly 30 million units by 2030, driven by falling battery prices and expanding...

By Infrastructure Investor (PEI Group)
Energy Transition Trends: Battery Storage
NewsMay 7, 2026

Energy Transition Trends: Battery Storage

Battery storage is emerging as a cornerstone of the energy transition as utility‑scale costs have plunged dramatically, making projects financially viable. Europe leads the charge, capturing the majority of new capital and deploying large‑scale installations ahead of other regions. Falling...

By Infrastructure Investor (PEI Group)
Energy Transition Trends: Supply Chains
NewsMay 7, 2026

Energy Transition Trends: Supply Chains

The push toward deglobalisation is colliding with the inherently global nature of the energy transition, creating tension in supply‑chain planning. While cross‑border trade has traditionally underpinned the rapid rollout of renewable technologies, rising geopolitical frictions are prompting firms to reconsider...

By Infrastructure Investor (PEI Group)
Energy Transition Trends: Carbon Capture and Storage
NewsMay 7, 2026

Energy Transition Trends: Carbon Capture and Storage

Carbon capture and storage (CCS) is emerging as a reliable pathway to low‑carbon power generation. Industry analysts highlight that CCS can lock away up to 90% of emissions from fossil‑fuel plants, making it especially valuable for regions still dependent on...

By Infrastructure Investor (PEI Group)
The Pipeline: SDC Halfway with $1.5bn, Infranity Nears €3bn Target, Stonepeak Leads $6bn Utility Deal
NewsMay 4, 2026

The Pipeline: SDC Halfway with $1.5bn, Infranity Nears €3bn Target, Stonepeak Leads $6bn Utility Deal

SDC announced it is halfway to its $1.5 billion target for its fifth digital infrastructure fund, having secured roughly $750 million. European manager Infranity is close to closing a €3 billion (~$3.3 billion) fund aimed at core infrastructure assets. In the United States, Stonepeak...

By Infrastructure Investor (PEI Group)
Download the May 2026 Issue of Infrastructure Investor
NewsMay 1, 2026

Download the May 2026 Issue of Infrastructure Investor

The requested Infrastructure Investor May 2026 issue was not provided; only a pay‑wall teaser appears, lacking title, author, date, and body. Consequently, no substantive news can be extracted or analyzed. Without the article text, details about projects, investments, or market...

By Infrastructure Investor (PEI Group)
Infrastructure Investor (PEI Group) | Pulse